Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CIBC PRIVATE WEALTH GROUP LLC | 08-09-2024 | 06-30-2024 | 3569 | 53,317,665,762 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR ESG AW MSCI EAFE | ETF | 3001 | $45,355 | 567 | 0.00 | 0.00 | 61 | 12.06 | 06-30-2024 |
| Zimvie Inc | COM | 3002 | $45,338 | 2,487 | 0.00 | 0.00 | 1,974 | 384.80 | 06-30-2024 |
| Algonquin Power & Utilities Co | COM | 3003 | $44,988 | 7,523 | 0.00 | 7,523 | +Inf | 06-30-2024 | |
| Fresenius Medical Care AG | SPONSORED ADR | 3004 | $44,969 | 2,318 | 0.00 | 0.00 | -2,558 | -52.46 | 06-30-2024 |
